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CIK: 0001802900
Total reported value
$9.3B
$9.3B
34 檔
30.9%
During the Q4 2024 filing period, Mirova US LLC (CIK: 0001802900) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $9.3B across 34 reported positions.
During Q4 2024, Mirova US LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.39% | -0.74% | -2.93% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.82% | -1.69% | -2.92% | |
| 3 | MA | Mastercard Inc - A | Stock-Financials | 7.36% | -0.32% | -2.79% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.46% | +0.72% | -2.96% | |
| 5 | ECL | Ecolab Inc | Stock-Materials | 5.39% | -0.19% | -3.59% | |
| 6 | EBAY | Ebay Inc | Stock-Consumer Disc | 5.22% | +0.30% | -2.95% | |
| 7 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.76% | -0.24% | -2.96% | |
| 8 | ROP | Roper Technologies Inc | Stock-Tech | 4.27% | — | -2.94% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.03% | +0.93% | -16.84% | |
| 10 | DHR | Danaher CORP | Stock-Healthcare | 3.79% | -0.21% | -2.90% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.61% | +1.87% | +94.17% | |
| 12 | WM | Waste Management Inc | Stock-Industrials | 3.42% | -0.40% | -2.92% | |
| 13 | NEE | Nextera Energy Inc | Stock-Utilities | 3.26% | -0.46% | -1.70% | |
| 14 | ACN | Accenture plc | Stock-Tech | 3.01% | -1.09% | +26.42% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 2.92% | -0.04% | -5.15% | |
| 16 | XYL | Xylem Inc | Stock-Industrials | 2.56% | -0.28% | -2.88% | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 2.52% | -0.34% | +32.83% | |
| 18 | SHOP | Shopify Inc - Class A | Stock-Tech | 2.51% | -0.41% | -2.82% | |
| 19 | AWK | American Water Works Co Inc | Stock-Utilities | 2.33% | -0.17% | -2.83% | |
| 20 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.32% | -0.57% | -3.04% | |
| 21 | APTV | Aptiv PLC | Stock-Consumer Disc | 1.89% | — | — | |
| 22 | CP | Canadian Pacific Kansas City | Stock-Industrials | 1.81% | +0.67% | -2.97% | |
| 23 | WTS | Watts Water Technologies-a | Stock-Industrials | 1.72% | +0.29% | -2.83% | |
| 24 | BALL | Ball CORP | Stock-Consumer Disc | 1.61% | — | -3.48% | |
| 25 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.61% | +0.08% | -2.89% | |
| 26 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.43% | -1.26% | — | |
| 27 | FSLR | First Solar Inc | Stock-Tech | 1.37% | +0.10% | +960.99% | |
| 28 | AGCO | Agco CORP | Stock-Industrials | 1.31% | -0.12% | -2.88% | |
| 29 | VLTO | Veralto CORP | Stock-Industrials | 1.26% | -0.15% | -2.93% | |
| 30 | WMS | Advanced Drainage Systems In | Stock-Industrials | 0.57% | +0.06% | +18.50% | |
| 31 | ENPH | Enphase Energy Inc | Stock-Tech | 0.47% | — | -2.85% | |
| 32 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.01% | — | +16.28% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.01% | -0.01% | — | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.01% | — | +16.31% |
According to official SEC Form 13F filings, Mirova US LLC reported a total U.S. public equity portfolio value of $9.3B across 34 disclosed positions in Q4 2024.
During Q4 2024, Mirova US LLC's top holdings by market value included NVDA (8.4%)、MSFT (7.8%)、MA (7.4%). The largest single position, NVDA, represented 8.4% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, MA) accounted for 30.9% of total reported equity market value during Q4 2024.
In Q4 2024, Mirova US LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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